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Myth-Busting with Momentum: How to Pursue the Premium

ClearMoney

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

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ESG and the Stock-­Picker’s Dilemma

Brown Advisory

84 One study concluded that investors "pay a financial cost in abstaining from [sin] stocks" (Hong, 2009). based provider of high- end integrated processors, has licensed ARM’s designs for greater efficiency and functionality in the server market. Deutsche Asset & Wealth Management White Paper. Cavium, a U.S.-based Kacperczyk.

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ESG and the Stock-­Picker’s Dilemma

Brown Advisory

84 One study concluded that investors "pay a financial cost in abstaining from [sin] stocks" (Hong, 2009). based provider of high- end integrated processors, has licensed ARM’s designs for greater efficiency and functionality in the server market. Deutsche Asset & Wealth Management White Paper. Cavium, a U.S.-based Kacperczyk.

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New Bull May Need a Breather | Weekly Market Commentary | June 26, 2023

James Hendries

However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective. Diversification does not protect against market risk.

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Case for Recession Weakens | Weekly Market Commentary | August 8, 2022

James Hendries

is dragged down by 2008-2009 when the index tumbled 37%. We maintain our preference for equities over fixed income and cash in our recommended tactical asset allocation. Insurance products are offered through LPL or its licensed affiliates. The average of 1.1% How can this be? Conclusion.

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Constructive, Not Complacent | Weekly Market Commentary | July 5, 2022

James Hendries

But our belief is that this economic and profit environment is better than in the early 1990s, early 2000s, or 2008-2009 and therefore supports higher valuations. Insurance products are offered through LPL or its licensed affiliates. Click here to download a PDF of this report. IMPORTANT DISCLOSURES.